Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / BULSHS 2026 MUNI
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Number of holders
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109
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Total shares
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5.8M
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Shares change
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+490K
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Total reported value, excl. options
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$138M
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Value change
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+$11.7M
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Number of buys
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72
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Number of sells
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-22
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Price
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$23.74
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 MUNI (BSMQ) as of Q3 2024
filings reported holding BSMQ - INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 MUNI as of Q3 2024.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 MUNI (BSMQ) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.8M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (549K shares), LPL Financial LLC (353K shares), MORGAN STANLEY (341K shares), COMMONWEALTH EQUITY SERVICES, LLC (303K shares), TRUIST FINANCIAL CORP (302K shares), Invesco Ltd. (251K shares), BANK OF AMERICA CORP /DE/ (224K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (220K shares), ENVESTNET ASSET MANAGEMENT INC (157K shares), and UBS Group AG (144K shares).
This table shows the top 109 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.